JAPAN JUST WENT ALL IN ON AI MEMORY
micron broke ground on a $9.3B expansion in hiroshima this weekend, and it's not just another factory. this one's built for HBM chips — the high-bandwidth memory that powers nvidia's AI processors.
why it matters:
memory demand for AI is exploding and this isn't the only bet micron's making. they're also running two fabs in boise plus a $100B site outside syracuse. add japan's government kicking in up to ¥500B in subsidies, and you've got a full-blown supply chain arms race for AI infrastructure.
first shipments from hiroshima aren't expected till summer 2028, so this is a long game. but it tells you where the smart money thinks AI demand is headed — straight up.
memory chips might not be as flashy as GPUs, but they're the bottleneck everyone's racing to fix.
what's your take — is the AI infra buildout still in early innings or are we near the top?
NFA. DYOR. #Ai_sector
$MUB
micron broke ground on a $9.3B expansion in hiroshima this weekend, and it's not just another factory. this one's built for HBM chips — the high-bandwidth memory that powers nvidia's AI processors.
why it matters:
memory demand for AI is exploding and this isn't the only bet micron's making. they're also running two fabs in boise plus a $100B site outside syracuse. add japan's government kicking in up to ¥500B in subsidies, and you've got a full-blown supply chain arms race for AI infrastructure.
first shipments from hiroshima aren't expected till summer 2028, so this is a long game. but it tells you where the smart money thinks AI demand is headed — straight up.
memory chips might not be as flashy as GPUs, but they're the bottleneck everyone's racing to fix.
what's your take — is the AI infra buildout still in early innings or are we near the top?
NFA. DYOR. #Ai_sector
$MUB